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Kelsey Rae Summers

Tiaa-Cref Individual & Institutional Services, LLC

Ames, IA

Ankeny, IA

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Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-25
IA RA APPROVED 2015-03-30
  • TX RA
    APPROVED_RES
    Since 2025-08-25
  • IA RA
    APPROVED
    Since 2015-03-30

Branch Locations

2713 Stange Road, Suite 105, Ames, IA 50010 • United States

Ankeny, IA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa Ames IA 03/2015 Present
Tiaa-Cref Individual & Institutional Services, Llc Ames IA 03/2015 Present
Previous Registrations
  • 2011-04-20 → 2015-02-10
    Invest Financial Corporation
    Ankeny, IA
    Burlington, IA
    Des Moines, IA
    West Des Moines, IA
    West Des Moines, IA
  • 2009-12-11 → 2011-04-11
    Wells Fargo Clearing Services, Llc
    Keokuk, IA
    Mt. Pleasant, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-17
  • S66 Uniform Combined State Law Examination
    2009-09-17
Other Names
  • Kelsey Hissem
  • Kelsey Rae Hissem

View on SEC IAPD

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MATTHEW MARK HELLER

Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · AMES, IA
OSAIC WEALTH, INC. · AMES, IA
EDWARD JONES · AMES, IA
EDWARD JONES · AMES, IA
OSAIC WEALTH, INC. · AMES, IA
EDWARD JONES · AMES, IA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · AMES, IA
AMERITAS ADVISORY SERVICES, LLC · AMES, IA

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